Quotes and invoices
When to use this
Use this page when you need the big-picture difference between quote workflows and invoice workflows.
Quotes
Quotes are proposal documents. They package event pricing so the client can review, accept, reject, or request changes.
Important quote behaviors:
- quotes begin in draft
- sent quotes can be viewed and responded to
- revised quotes use versioning instead of overwriting history
- accepted quotes become the basis for invoicing
Invoices
Invoices are billing records. They track formal payment expectations and the payments that arrive against those expectations.
Important invoice behaviors:
- invoices can be created from accepted quotes
- draft invoices are the editable stage
- sent invoices become active billing records
- payment activity updates invoice status over time
Why BloomBoard keeps them separate
A quote answers “Will the client approve this work?” An invoice answers “What is now owed and what has been paid?” Keeping both tied to the same event lets your team preserve commercial history without mixing proposal and payment logic.
Treat accepted quotes and sent invoices as formal history. If the commercial situation changes, use versioning or a new billing action rather than trying to rewrite the past document in place.